Here are the 15 tips in 15 minutes that we shared as part of our Microsoft Dynamics CRM Upgrade Discussion interactive discussion (ID15C350-R1 & ID15C350-R2) at Convergence 2015. 

We wanted to share them in a blog article to those who attended (to reduce the need for notes), for those who could not attend, and help reduce our own need for more PowerPoint slides. For those in attendance, feel free to ask any questions during the last 45 minutes of our session, or come find is in the hallways at Convergence. For those of you who couldn’t attend please feel free to leave a comment.

  1. CRM Online
  2. CRM Version Recap
    Name Build # CodeName
    CRM 2011 5.0.9688.583 Titan
    CRM 2011 UR 12 5.0.9690.3236 Polaris
    CRM 2013 6.0 Orion
    CRM 2013 SP1 6.1 Leo
    CRM 2015 7.0 Vega
    CRM 2015 Update 1 7.1 Carina
  3. Outlook Client Upgrade
  4. Email Options
  5. Entity Form Upgrade
  6. Custom indexes 2013 & 2015
    • If you have not merged tables – only base table indexes will be preserved
    • If you have already merged tables and you have custom indexes, they are cataloged, then recreated upon your upgrade to CRM 2015
  7. Merge Tables Prior to Upgrade
  8. Legacy Feature Check
  9. Real-Time/Synchronous Workflows (v6.0+)
  10. Business Rules (v6.0+)
  11. Server-Side Business Rules (v7.0+)
  12. Migration Options 2011 –> 2013 –>2015
  13. Evaluation Out of the box Features & Code Retirement
  14. CRM Solutions Import/Export
    • CRM 2011 Imports to CRM 2013 and CRM 2013 SP1
    • CRM 2013 SP1 Exports to 2013 RTM Format
    • CRM 2013 & 2013 SP1 Imports into 2013 SP1 & 2015
  15. Sandbox and Test Instances

Enjoy!

Shawn Dieken, Sean McNellis and Daren Turner

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